Good Morning: This is a daily review of the stocks in your portfolio, updated on Wednesday, July 9, 2025 at 7:13 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1007151 -0.1463986 8992.849 1
Buy_Hold -0.0873099 -0.1273559 9028.416 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPL Interactive

AMZN

AMZN Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0279145 0.0419080 10279.14 2
Buy_Hold 0.1381726 0.2128673 11266.56 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZN Interactive

BA

BA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3870003 0.6287476 13870.00 4
Buy_Hold 0.4162941 0.6803067 14328.24 1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BA Interactive

BABA

BABA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1447787 0.2233793 11447.79 3
Buy_Hold 0.0941236 0.1435439 10995.27 1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABA Interactive

BYDDY

BYDDY Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3894378 0.6330177 13894.38 4
Buy_Hold 0.2254902 0.3541942 12417.22 1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDY Interactive

COST

COST Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2043973 0.3195861 12043.97 5
Buy_Hold 0.1214324 0.1863638 11122.09 1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COST Interactive

CRCL

CRCL Backtest 1yr
## [1] NA
## [1] NA
CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCL Interactive

CRWV

CRWV Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.00000 0.0000 10000.00 0
Buy_Hold 2.78625 137.9234 38833.33 1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWV Interactive

EL

EL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1543478 0.2386590 11543.478 2
Buy_Hold -0.0182445 -0.0270825 9722.727 1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
EL Interactive

ELF

ELF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0182109 -0.0270328 9817.891 1
Buy_Hold 0.0711408 0.1079111 10432.495 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELF Interactive

GELYF

GELYF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2834225 0.4507501 12834.23 2
Buy_Hold 0.0928961 0.1416315 11363.64 1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYF Interactive

GLD

GLD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000000 0.0000000 10000.00 0
Buy_Hold 0.1812039 0.2818741 11846.08 1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLD Interactive

GOOGL

GOOGL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0798945 -0.1167626 9201.055 1
Buy_Hold -0.0005732 -0.0008546 9650.211 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGL Interactive

JPM

JPM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1152636 0.1766460 11152.64 2
Buy_Hold 0.2601042 0.4116224 12706.93 1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPM Interactive

MSFT

MSFT Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0474003 0.0714960 10474.00 2
Buy_Hold 0.1481747 0.2287947 11352.87 1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFT Interactive

NBIS

NBIS Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8103621 1.423038 18103.62 4
Buy_Hold 1.1350861 2.098841 20478.26 1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBIS Interactive

NET

NET Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0623347 10413.86 2
Buy_Hold 1.1459099 2.1222949 21543.02 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NET Interactive

NVDA

NVDA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0935063 0.1425819 10935.06 2
Buy_Hold 0.1482704 0.2289475 11466.25 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDA Interactive

O

O Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1544670 0.2388497 11544.670 4
Buy_Hold -0.0494378 -0.0728153 9499.339 1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
O Interactive

QQQ

QQQ Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0580855 0.0878362 10580.85 4
Buy_Hold 0.1127363 0.1726721 11060.29 1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQ Interactive

QQQM

QQQM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0579287 0.0875958 10579.29 4
Buy_Hold 0.1127699 0.1727249 11060.03 1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQM Interactive

SCHD

SCHD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0283277 0.0425325 10283.277 3
Buy_Hold -0.0305181 -0.0451635 9739.751 1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHD Interactive

TCMD

TCMD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.4160328 -0.5516098 5839.672 1
Buy_Hold -0.3233899 -0.4415123 6892.265 1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMD Interactive

TSM

TSM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1646308 0.2551479 11646.31 1
Buy_Hold 0.1716372 0.2664240 11722.40 1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSM Interactive

V

V Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1249501 0.1919171 11249.5 3
Buy_Hold 0.2219120 0.3483025 12128.0 1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
V Interactive

VDADX

VDADX Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1025150 0.1566463 11025.15 4
Buy_Hold 0.0458458 0.0691256 10458.46 1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADX Interactive

VDE

VDE Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1077777 0.1648885 11077.78 4
Buy_Hold 0.0087784 0.0131178 10080.41 1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDE Interactive

VOO

VOO Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0944332 0.1440264 10944.33 4
Buy_Hold 0.0695289 0.1054260 10671.47 1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOO Interactive

VUG

VUG Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0564442 0.0853209 10564.44 4
Buy_Hold 0.1117819 0.1711727 11068.69 1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUG Interactive

VYM

VYM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0707987 0.1073835 10707.99 4
Buy_Hold 0.0483269 0.0729097 10498.79 1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYM Interactive